11 Red Flags of Estate Planning
Top 11 Reasons why a Revocable Living Trust is needed. When it comes to estate planning, there are a lot of red flags indicating a need for some specific protections. However, one of the biggest solutions is a well-drafted, optimally-funded revocable living trust to keep the estate out of probate. Here are the top eleven red flags Indicating […]
Free Estate Planning Education System
Free Estate Planning Education System Providing information on planning ahead to avoid estate problems has been a hallmark of the law firm since it was founded more than 27 years ago. While many other firms simply responded to estate messes while “towing the company line” about estate planning with Wills, we were always at the […]
Trust Funding is Critical
Trust Funding Sometimes, messages need to be repeated to make sure they stick. Unfortunately, this often happens with ongoing maintenance with a revocable living trust to make sure that assets line up correctly with the overall estate plan, including the revocable living trust. Unfortunately, the “correctly” part of the reminder came in the form of […]
Seven Living Trust Mistakes
Revocable Living Trust A revocable living trust can be a great estate planning vehicle that keeps your assets out of probate and minimizes settlement costs. However, there are (at least) seven big mistakes that I have seen when it comes to putting together a revocable living trust. While other attorneys may have different opinions on […]